Transaction Coordinator - Boca Raton, United States - The Collective At Keller Williams

    The Collective At Keller Williams
    The Collective At Keller Williams Boca Raton, United States

    2 weeks ago

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    Description
    Were looking for a driven transaction coordinator to manage contracts throughout the entire home selling and buying process. Youd be responsible for overseeing transactions from start to finish to ensure a raving fan, 5 star experience. Our ideal candidate is extremely organized and has superb customer service skills to make customers feel at ease. If you love working with people and thrive in a fast-paced work environment, apply today Responsibilities: Manage transaction contracts from both home buyers and sellers to close the deal in a timely manner Schedule home inspections and any necessary repairs, and assist in negotiations regarding repairs Input client information into the client database system, track transaction activities, and submit each necessary document to the office broker for file compliance Support sales agents, clients, and other parties with escrow-related paperwork, such as appraisals, titles, and mortgage loans Check each document to verify it has all the correct signatures and dates so the transaction process goes smoothly Essential Duties and Responsibilities: Handle incoming phone calls regarding under contract client files Return all phone calls in a timely manner Maintain all files in a neat and orderly fashion Monitor and follow up on all transaction documents and deadlines with all relevant parties from contract to close Constant communication and client care management with all clients to create RAVING FANS Update and maintain all clients records in database and google drive Help with team tasks as requested/necessary Attend all Collective set team meetings and events Client Care Responsibilities Listing and Buyer Clients Update and keep organized the database, client file, and client google drive files Monitor and follow up on all under contract paperwork Maintain client care via introductory email and daily phone calls Request/gather HOA documents Prepare, send, and follow up on all necessary documents for signatures Update production boards; online and in office Directly manage the contract to close system; communicating status with all parties Listing and Buyer Clients - Under Contract Prepare and send under contract emails/documents Make introductory calls to under contract clients in a timely manner Update production boards; online and in office regularly to ensure accurate forecasting Manage and execute full under contract system Coordinate and Negotiate inspection: Confirm if inspection addenda is needed Follow up on addenda execution Follow and maintain execution for all contract deadlines Monitor loan completion: Ensure all documents from title and lender will be ready by closing date Coordinate closing and walk through with all relevant parties Manage and execute post closing system with listing coordinator and marketing team Communications/Interactions Team and Communication Open/constant communication with rainmaker and director of operations daily Fluent communication with buyers agent as necessary Prepare and present reports for standard weekly team meetings Communicate with all under contract clients daily via call, text, and/or email Clients must be contacted at least every other day (every 48 hours)

    Qualifications:
    Real estate license preferred Previous experience in transaction management, transaction coordination, real estate, titles, or mortgages highly valued Must have excellent organizational skills and communication skills Passionate about providing excellent customer service Good organizational skills Extremely attentive to detail Strong strategic, business-building skills Self-motivated and learning based Willing to learn scripts and dialogues Google Office Suite Apple Product User Preferred Experience with database management preferred Compensation: $35,000 - $45,000 yearly Essential Duties and Responsibilities: Handle incoming phone calls regarding under contract client files Return all phone calls in a timely manner Maintain all files in a neat and orderly fashion Monitor and follow up on all transaction documents and deadlines with all relevant parties from contract to close Constant communication and client care management with all clients to create RAVING FANS Update and maintain all clients records in database and google drive Help with team tasks as requested/necessary Attend all Collective set team meetings and eventsClient Care ResponsibilitiesListing and Buyer Clients Update and keep organized the database, client file, and client google drive files Monitor and follow up on all under contract paperwork Maintain client care via introductory email and daily phone calls Request/gather HOA documents Prepare, send, and follow up on all necessary documents for signatures Update production boards; online and in office Directly manage the contract to close system; communicating status with all partiesListing and Buyer Clients - Under Contract Prepare and send under contract emails/documents Make introductory calls to under contract clients in a timely manner Update production boards; online and in office regularly to ensure accurate forecasting Manage and execute full under contract system Coordinate and Negotiate inspection: Confirm if inspection addenda is needed Follow up on addenda execution Follow and maintain execution for all contract deadlines Monitor loan completion: Ensure all documents from title and lender will be ready by closing date Coordinate closing and walk through with all relevant parties Manage and execute post closing system with listing coordinator and marketing teamCommunications/InteractionsTeam and Communication Open/constant communication with rainmaker and director of operations daily Fluent communication with buyers agent as necessary Prepare and present reports for standard weekly team meetings Communicate with all under contract clients daily via call, text, and/or email Clients must be contacted at least every other day (every 48 hours)#J-18808-Ljbffr